SWM
Segment Wealth Management’s Occidental Petroleum OXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,278
| Closed | -$211K | – | 286 |
|
|
2024
Q4 | $211K | Buy |
4,278
+305
| +8% | +$15.1K | 0.01% | 258 |
|
|
2024
Q3 | $205K | Buy |
3,973
+196
| +5% | +$10.1K | 0.01% | 259 |
|
|
2024
Q2 | $238K | Sell |
3,777
-1,628
| -30% | -$103K | 0.02% | 237 |
|
|
2024
Q1 | $351K | Buy |
5,405
+845
| +19% | +$54.9K | 0.03% | 207 |
|
|
2023
Q4 | $272K | Buy |
4,560
+80
| +2% | +$4.78K | 0.02% | 210 |
|
|
2023
Q3 | $291K | Buy |
+4,480
| New | +$291K | 0.03% | 187 |
|
|
2018
Q4 | – | Sell |
-4,052
| Closed | -$333K | – | 208 |
|
|
2018
Q3 | $333K | Buy |
4,052
+689
| +20% | +$56.6K | 0.07% | 155 |
|
|
2018
Q2 | $281K | Sell |
3,363
-367
| -10% | -$30.7K | 0.07% | 163 |
|
|
2018
Q1 | $242K | Buy |
+3,730
| New | +$242K | 0.06% | 170 |
|
|
2017
Q4 | – | Sell |
-3,730
| Closed | -$239K | – | 210 |
|
|
2017
Q3 | $239K | Sell |
3,730
-590
| -14% | -$37.8K | 0.06% | 181 |
|
|
2017
Q2 | $259K | Buy |
+4,320
| New | +$259K | 0.07% | 171 |
|